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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,707 | $88,778+100.2% | $81,844+117.1% | $145,884+21.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 18.73% | 1033.03%-1014.3pp | 778.87%-760.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $1,534 | $3,087-50.3% | $2,916-47.4% | $4,662-67.1% |
| Participant deferral / active EE | $4,115 | $4,648-11.5% | $4,323-4.8% | $6,690-38.5% |
| Admin fee / account holder | $624 | $8,430-92.6% | $7,355-91.5% | $13,392-95.3% |